Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Weinert is a financial advisor who has been in the industry since January 20, 1987. John is currently registered with Robert W. Baird & Co. Inc., and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., MORGAN STANLEY DW INC. and FIFTH THIRD/THE OHIO COMPANY. John has a wide range of experience in the financial services industry, and is committed to providing his clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
04/20/2021 - Present
Robert W. Baird & Co. Inc. (Toledo OH)
OH
01/01/2008 - 04/26/2021
WELLS FARGO CLEARING SERVICES, LLC (TOLEDO OH)
MI
12/02/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MONROE MI)
NY
09/14/1998 - 12/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
01/21/1987 - 09/21/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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